LifePlan Financial’s Applied Materials AMAT Stock Holding History

LifePlan Financial’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Sell	970 -2,818	-74%	-$1.3M	0.49%	58
2026 Q1	$1.29M	Sell	3,788 -172	-4%	-$57.9K	0.96%	35
2025 Q4	$1.02M	Sell	3,960 -165	-4%	-$39.6K	0.78%	39
2025 Q3	$845K	Sell	4,125 -1	-0%	-$181	0.67%	49
2025 Q2	$755K	Buy	+4,126	New	+$654K	0.63%	47

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LifePlan Financial's AMAT Position: Q2 2026 in Review

LifePlan Financial reduced its Applied Materials (AMAT) stake by 74% in Q2 2026, selling an estimated $1.3M and leaving 970 shares worth $701K. The position accounts for 0.49% of the portfolio, ranked #58.

LifePlan Financial first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

LifePlan Financial held 970 shares of Applied Materials worth $701K as of Q2 2026.
LifePlan Financial sold 2,818 Applied Materials shares in Q2 2026, an estimated $1.3M.
Applied Materials made up 0.49% of LifePlan Financial's portfolio in Q2 2026, its #58 holding.
LifePlan Financial first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
LifePlan Financial's Applied Materials position peaked at $1.29M in Q1 2026.
1,234 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.